See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,149 | $159,602-81.1% | $150,045-79.9% | $142,382-78.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 25.32% | 70.24%-44.9pp | 62.55%-37.2pp | 217.08%-191.8pp |
| Employer contribution / active EE | $2,596 | $4,961-47.7% | $4,693-44.7% | $4,299-39.6% |
| Participant deferral / active EE | $6,100 | $8,310-26.6% | $7,997-23.7% | $6,507-6.3% |
| Admin fee / account holder | $22 | $14,846-99.9% | $13,435-99.8% | $12,624-99.8% |